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Value Line
VALU

39 hedge funds and large institutions have $29.5M invested in Value Line in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $25.9M → $29.5M (+$3.62M)

1.08% more ownership

Funds ownership: 5.39% → 6.47% (+1.1%)

5% less funds holding

Funds holding: 41 → 39 (-2)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$61K
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$34.8K
3
Northern Trust
Northern Trust
Illinois
+$23.3K
4
Barclays
Barclays
United Kingdom
+$10.5K
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.36K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$365K
2
LPL Financial
LPL Financial
California
-$225K
3
BlackRock
BlackRock
New York
-$151K
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$41.5K
5
Bank of America
Bank of America
North Carolina
-$40.3K

VALU Hedge Fund Activity: Q1 2023 in Review

39 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2023, worth a combined $29.5M — up 14% from $25.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of VALU and 1 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 11 added.

The largest buyer was Vanguard Group, adding an estimated $61K. The largest seller was Wells Fargo, cutting an estimated $365K.

  • 39 institutional investors held Value Line (VALU) as of Q1 2023, down from 41 in Q4 2022.
  • Funds reported $29.5M of Value Line stock for Q1 2023, up 14% quarter-over-quarter.
  • 1 fund opened new Value Line positions in Q1 2023 and 3 closed out, a net change of -2 holders.
  • The largest Value Line buyer in Q1 2023 was Vanguard Group, an estimated $61K added.
  • The largest Value Line seller in Q1 2023 was Wells Fargo, an estimated $365K sold.

Based on aggregated 13F filings for Q1 2023.